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LaSalle St. Investment Advisors’s Philip Morris PM Stock Holding History

LaSalle St. Investment Advisors’s Portfolio PM Stock Details PM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$709K Sell
3,920
-28
-0.7% -$4.86K 0.09% 178
2026
Q1 		$653K Buy
3,948
+710
+22% +$123K 0.09% 167
2025
Q4 		$519K Buy
3,238
+417
+15% +$64.6K 0.08% 183
2025
Q3 		$457K Sell
2,821
-65
-2% -$10.9K 0.08% 185
2025
Q2 		$525K Sell
2,886
-142
-5% -$24.4K 0.14% 145
2025
Q1 		$480K Sell
3,028
-88
-3% -$12.5K 0.11% 156
2024
Q4 		$375K Buy
3,116
+692
+29% +$87.3K 0.12% 165
2024
Q3 		$294K Buy
2,424
+327
+16% +$38K 0.12% 143
2024
Q2 		$213K Buy
+2,097
New +$205K 0.11% 159
2023
Q2 		– Sell
-2,224
Closed -$216K – 133
2023
Q1 		$216K Buy
+2,224
New +$222K 0.1% 118

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LaSalle St. Investment Advisors's PM Position: Q2 2026 in Review

LaSalle St. Investment Advisors reduced its Philip Morris (PM) stake by 0.71% in Q2 2026, selling an estimated $4.86K and leaving 3,920 shares worth $709K. The position accounts for 0.09% of the portfolio, ranked #178.

LaSalle St. Investment Advisors first reported a position in PM in Q1 2023 and has held it in 10 quarters since. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • LaSalle St. Investment Advisors held 3,920 shares of Philip Morris worth $709K as of Q2 2026.
  • LaSalle St. Investment Advisors sold 28 Philip Morris shares in Q2 2026, an estimated $4.86K.
  • Philip Morris made up 0.09% of LaSalle St. Investment Advisors's portfolio in Q2 2026, its #178 holding.
  • LaSalle St. Investment Advisors first reported a position in Philip Morris in Q1 2023 and has held it in 10 quarters since.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.